+322.5%
VOO vs IONS
+84.6%
+238.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.3% |
| 7D | -0.4% | -8.7% | +8.3% | +0.9% |
| 30D | -1.4% | -1.6% | +0.2% | -1.2% |
| 3M | +3.7% | -24.9% | +28.6% | +7.0% |
| 6M | +13.0% | -25.7% | +38.7% | +16.7% |
| YTD | +12.4% | -29.2% | +41.6% | +16.8% |
| 1Y | +18.6% | -13.0% | +31.6% | +19.2% |
| 3Y | +78.1% | +35.9% | +42.1% | +61.5% |
| 5Y | +82.3% | +54.5% | +27.8% | +58.1% |
| 10Y | +322.5% | +93.1% | +229.4% | +257.5% |
| All | +322.5% | +84.6% | +238.0% | +257.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling